by oakcrestuser | Jan 24, 2023 | Personal Finance, Retirement Planning
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In fact, starting at age 50, several...
by oakcrestuser | Jan 23, 2023 | Insight - Video
In this video, Ryan recaps what happened in 2022 in our economy and the markets as there was a lot that occurred to affect your retirement....
by oakcrestuser | Jan 20, 2023 | Retirement Planning
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may...
by oakcrestuser | Jan 17, 2023 | Personal Finance
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over 24 million “forgotten” 401(k) accounts holding roughly $1.35 trillion in assets, even the most organized professional may be...
by oakcrestuser | Jan 13, 2023 | Personal Finance
Only one in four in ten Americans have a home inventory, despite the fact that about one in ten homes were impacted by natural disasters in 2021.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in...
